See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,873 | $117,841+57.7% | $102,423+81.5% | $145,922+27.4% |
| Participation rate | 84.6% | 78.6%+6.0pp | 76.5%+8.1pp | 80.3%+4.3pp |
| Annual return | 9.18% | 31.65%-22.5pp | 29.32%-20.1pp | 561.29%-552.1pp |
| Employer contribution / active EE | $977 | $3,615-73.0% | $3,023-67.7% | $4,660-79.0% |
| Participant deferral / active EE | $3,010 | $5,731-47.5% | $5,053-40.4% | $6,688-55.0% |
| Admin fee / account holder | $91 | $13,326-99.3% | $9,451-99.0% | $13,397-99.3% |